Holders over time
- APO
- BAC
| Quarter | APO | BAC |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 33 holders, $48.3bn |
| Q4 2020 | none listed holders, n.a. | 36 holders, $60.7bn |
| Q1 2021 | none listed holders, n.a. | 33 holders, $77.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $83.1bn |
| Q3 2021 | none listed holders, n.a. | 28 holders, $81.4bn |
| Q4 2021 | none listed holders, n.a. | 30 holders, $82.8bn |
| Q1 2022 | 13 holders, $3.8bn | 39 holders, $74.0bn |
| Q2 2022 | 10 holders, $3.0bn | 40 holders, $54.7bn |
| Q3 2022 | 14 holders, $2.8bn | 36 holders, $53.0bn |
| Q4 2022 | 13 holders, $3.8bn | 33 holders, $59.0bn |
| Q1 2023 | 12 holders, $4.0bn | 32 holders, $50.5bn |
| Q2 2023 | 11 holders, $5.3bn | 37 holders, $49.0bn |
| Q3 2023 | 21 holders, $7.2bn | 36 holders, $46.0bn |
| Q4 2023 | 22 holders, $8.0bn | 34 holders, $56.6bn |
| Q1 2024 | 23 holders, $10.0bn | 35 holders, $64.4bn |
| Q2 2024 | 27 holders, $11.6bn | 35 holders, $68.9bn |
| Q3 2024 | 25 holders, $12.6bn | 43 holders, $60.8bn |
| Q4 2024 | 24 holders, $15.8bn | 43 holders, $63.8bn |
| Q1 2025 | 26 holders, $11.5bn | 40 holders, $59.8bn |
| Q2 2025 | 23 holders, $11.7bn | 44 holders, $67.4bn |
| Q3 2025 | 17 holders, $11.4bn | 44 holders, $72.1bn |
| Q4 2025 | 13 holders, $12.0bn | 41 holders, $68.5bn |
| Q1 2026 | 17 holders, $9.2bn | 39 holders, $59.5bn |
| Q2 2026 | 17 holders, $9.6bn | 37 holders, $64.8bn |
Apollo Global MGMT Inc
- Holders
- 27
- Reported value
- $11.6bn
- Buyers
- 15
- Sellers
- 9
Breadth +6 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 35
- Reported value
- $68.9bn
- Buyers
- 16
- Sellers
- 21
Breadth -5 among 94 comparable managers.
Who holds both, Q2 2024
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Element Capital Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only APO (6)
Bridgewater Associates LP, Markel Group Inc, Point72 Asset Management LP, Third Point LLC, Tiger Global Management LLC, Viking Global Investors LP
Only BAC (14)
Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Man Group PLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Verition Fund Management LLC, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.